Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
KEMPER CPA GROUP LLP2 years Filed as: KEMPER CPA GROUP, LLP Service code 13 · EIN 37-0818432 100 SOUTH 4TH STREET, STE 300 · PADUCAH, KY 42001 | Contract Administrator | $6,070 |
KEMPER FINANCIAL ADVISORS3+ years Service code 18 · EIN 35-2055440 302 E WALNUT STREET, PO BOX 694 · ROBINSON, IL 624540694 | Custodial (other than securities) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,899 | $31,388+39.9% | $73,545-40.3% | $62,293-29.5% |
| Participation rate | 28.6% | 39.9%-11.3pp | 54.9%-26.4pp | 69.5%-40.9pp |
| Annual return | 15.25% | 25.34%-10.1pp | -15.16%+30.4pp | 28.90%-13.6pp |
| Employer contribution / active EE | $468 | $498-6.1% | $1,219-61.6% | $2,042-77.1% |
| Participant deferral / active EE | $897 | $1,028-12.8% | $1,806-50.3% | $3,169-71.7% |
| Admin fee / account holder | $447 | $299+49.2% | $2,320-80.8% | $479-6.8% |